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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-12
Holders Change %
-3.44%
% of All Funds
5.83%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.76%
New
31
Increased
116
Reduced
134
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$33.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.8M
3
TF
TIAA FSB
Florida
+$17.5M
4
AIM
Astor Investment Management
Illinois
+$15.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.7M

Top Sellers

1
DCM
Davidson Capital Management
Texas
-$22M
2
State Street
State Street
Massachusetts
-$18.6M
3
OIM
Orca Investment Management
Oregon
-$10.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$10M
5
Bank of America
Bank of America
North Carolina
-$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
326
Wagner Wealth Management
South Carolina
$8K – – –
SWM
327
Selective Wealth Management
Virginia
$7K +$7K +230 New
AWM
328
AllSquare Wealth Management
New York
$6K – – –
BC
329
Burleson & Co
California
$6K – – –
C
330
Covestor
United Kingdom
$5K +$321 +10 +7%
Fidelity Investments
331
Fidelity Investments
Massachusetts
$4K +$2.26K +75 +129%
GI
332
Gradient Investments
Minnesota
$3K – – –
GWM
333
Guardian Wealth Management
Illinois
$3K – – –
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$1K -$2.1K -68,872 -68%
GWANC
335
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K -$42.1K -1,431 -98%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FGAM
337
Financial Gravity Asset Management
Texas
$698 – – –
APA
338
Astoria Portfolio Advisors
New York
– -$5.06M -168,102 Closed
CL
339
COWA LLC
Oklahoma
– -$3.62M -120,294 Closed
BS
340
Banco Santander
Spain
– -$3M -99,593 Closed
ARC
341
Advisor Resource Council
Texas
– -$2.97M -98,596 Closed
LA
342
LexAurum Advisors
Kansas
– -$1.92M -63,787 Closed
SIA
343
SeaBridge Investment Advisors
New Jersey
– -$1.49M -49,615 Closed
AP
344
Advisors Preferred
Maryland
– -$918K -30,500 Closed
LA
345
Latitude Advisors
Florida
– -$419K -25,526 Closed
HWM
346
HB Wealth Management
Georgia
– -$659K -21,879 Closed
CA
347
Cetera Advisors
Colorado
– -$633K -21,025 Closed
Goldman Sachs
348
Goldman Sachs
New York
– -$486K -16,145 Closed
CPSAC
349
Chas P. Smith & Associates (CPS)
Florida
– -$391K -13,002 Closed
OCM
350
Orion Capital Management
California
– -$361K -12,000 Closed
12 13
14
15 16